"However, Wednesday's proclamation warned a second phase of the national security probe could result in "broader tariffs on imports of semiconductors and their derivative products." Trump has threatened to hit chips with tariffs of up to 100 percent but over the past year has offered carve-outs and exemptions to companies who pledge to build more manufacturing capacity in the US."
"The new TSMC plant started producing Nvidia's most advanced Blackwell chips for the first time in October. The vast majority of the world's most advanced chips, however, are still manufactured in Taiwan before being shipped to other locations to be packaged or installed inside servers and devices. Despite Trump's decision to allow H200 exports, it remains unclear whether China will grant access."
"The FT previously reported that regulators were discussing ways to permit limited access to H200 chips, which tech giants such as Alibaba, ByteDance, and Tencent prefer because of their higher performance and easier maintenance. Two people with knowledge of the matter said Chinese customs officials had recently told logistics companies at the country's ports not to submit clearing requests for H200 chips, though it was unclear whether the directive was temporary. China's General Administration of Customs did not respond to a request for comment."
A proclamation warned a second phase of a national security probe could trigger broader tariffs on semiconductors and derivative products. Trump has threatened tariffs up to 100 percent while offering carve-outs and exemptions to companies that pledge expanded US manufacturing. Nvidia committed to spend $500 billion over four years on US production and TSMC is investing $165 billion with new Arizona facilities; the new TSMC plant began producing Nvidia's Blackwell chips in October. Most advanced chips remain manufactured in Taiwan before packaging or installation elsewhere. China may restrict access to H200 chips despite US approval, and regulators have discussed limited access pathways.
Read at Ars Technica
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